CFO/Director, Business and Financial Planning

Job Posting Details Position Number: 40035487 Payroll Title: EXEC ADVISOR 4 (000554) Job Code: 000554 Job Open Date: 10/16/2026 Application Review Begins: 11/2/2026 Department Code (Name): VCAD (VICE CHANCLLR ADMIN SERVICES) Percentage of Time: 100% Union Code (Name): 99 Employee Class (Appointment Type): Staff: Career FLSA Status: Exempt Classified Indicator Description (Personnel Program): MSP Salary Grade: Grade 27 Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $202,100 to $267,600/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $136,600 to $267,600/year. Work Location: Cheadle Hall Working Days and Hours: M-F, 8a-5p Benefits Eligibility: Full Benefits Type of Remote or Hybrid Work Arrangement, if applicable: Remote (Non UC location) Department Marketing Statement: Administrative Services provides the systems and services that create a positive campus environment in support of the University's mission of teaching, research, and public service. Administrative Services acts as a central coordination point in creating a positive work environment that fosters continuous learning. Benefits of Belonging: Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC Brief Summary of Job Duties: Under the general direction of the Vice Chancellor of Administrative Services, the VCAD Chief Financial Officer (CFO)/Business & Financial Planning Director serves as a member of the Administrative Services Division senior management team and as CFO of the Division. The VCAD CFO/Director shares responsibility for the Division's annual operations budget of $300 million, plus annual capital and deferred maintenance project spending of up to $350 million annually, and more than 1,000 FTE staff. The VCAD CFO/Director is responsible for coordinating strategic planning and budgetary analysis, determining efficient resource allocation among the Division's Vice Chancellor's Office, its two major organizational subdivisions, Housing, Dining & Auxiliary Enterprises (HDAE), Design, Facilities & Safety Services (DFSS), and two direct reporting departments, Human Resources, and Police. The VCAD CFO/Director will provide direct supervision to the Business & Financial Planning Analyst who will coordinate the business and financial planning activities of the Vice Chancellor's Office. The VCAD CFO/Director will also provide indirect supervision to the DFSS and HDAE CFO's/Business & Financial Planning Directors, who will each also report directly to their respective AVC's. The VCAD CFO/Director shares responsibility for the DFSS annual operations budget of about $67 million and about 300 FTE staff. The VCAD CFO/Director also shares responsibility for the Vice Chancellor's Office and the two direct reporting departments, Human Resources, and Police, with annual operations budgets of about $21 million and about 97 FTE staff. The VCAD CFO/Director shares responsibility for management and financial oversight of capital projects, including multi-million dollar developments such as new housing or parking facilities. The VCAD CFO/Director provides management and technical support to the Vice Chancellor and Associate Vice Chancellors by reviewing the budgetary and financial performance of the Division's departments and identifying innovative approaches to problem-solving and helping develop and institute Division-wide policies for efficient and effective resource allocation and utilization. Minimum Requirements: Bachelor's Degree or equivalent combination of education and experience. 10+ years Financial management in a university environment Advanced knowledge of the organization's processes, protocols and procedures. Advanced skills in short- and long-range planning, program and project management, facilitation and collaboration. Sound strategic thinking and consulting skills in guiding the organization toward workable strategies and solutions. Proven ability to focus on priorities, strategies, and vision. Advanced ability to coach, facilitate and influence people at all levels. Advanced ability to build and maintain relationships with a broad range of staff and members of the community. Knowledge of common organization-specific and other computer application programs. Financial analysis and reporting techniques. Expected to possess and exhibit sound business judgement. Ability to perform a wide range of business management assignments. Ability to develop financial planning strategies with contingencies to ensure successful implementation. Ability to establish priorities, perform effectively under pressure, and complete projects on time and within budget. Ability to translate technology into efficient business solutions. Strong analytical and communication skills. Demonstrated ability in the recruitment, training, and performance management of personnel. Demonstrated ability in working constructively with an ethnically diverse and culturally pluralistic student body and staff. Preferred Qualifications: Master's Degree Familiarity with University of California business and financial operations Special Conditions of Employment: Form 700 Statement of Economic Interests Filer Education, employment history and credit check Satisfactory criminal history background check Clery Act: Campus Security Authority UCSB is a Tobacco-Free environment Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace Job Functions and Percentages of Time: 45% Administrative Services - General Duties - As VCAD Chief Financial Officer (CFO)/Business & Financial Planning Director: Provides budgetary and fiscal direction, guidance, and advice to Vice Chancellor, Associate Vice Chancellors, Department Directors, Department Business Officers, and Program Managers. Responsible for development of fiscal management tools, business plans, funding options, and cost projections for modified or new program initiatives. Responsible for management of the Division's annual operations budget of more than $236 million. Responsible for development, implementation, and monitoring of financial reporting systems and procedures for the Division, consistent with the University's mission and goals of the Division. Prepares long range strategic plans, and analyses of new operational and capital initiatives with the Division. Responsible for coordination, implementation, and monitoring of both operational and major capital projects sponsored by the Division. Provides feasibility analyses of major capital and building projects, prepares Regents Items for project and financing approval and provides resource management during development and construction of major capital and building projects for the Division. Works independently, and with the Budget Office, to provide economic analyses for financial reports, proposals, projects, and policies submitted by Administrative Services departments in order to formulate options and recommend decisions to the Vice Chancellor, Associate Vice Chancellors, Senior Officers of the campus, and the Office of the President. Evaluates and formulates funding options in support of specific programmatic initiatives including, but not limited to: operational appropriations, systems support and initiatives funds, reclassification funds, workers' compensation funds, employee assistance funds, and unemployment insurance funds, and general liability, property and other self-insurance funds. Maintains working knowledge of University policies and procedures in the areas of budget and finance. Practice effective procedures for resource allocation and management. Utilize various computer systems and software in processing, review, analysis, and approval of Division budget and finances. Maintain ongoing analysis of Division's financial status. Review and approve transactions for accuracy and adherence with University financial policies. Ensure Division expenditures are within fund allocations. Responsible for review and approval of all Division budgetary transfers of funds using the online TOF system. 25% Additional Financial & Budgetary Duties - Responsible for leading the Division Associate Vice Chancellors, Directors, and Business Officers in the annual budgetary and financial reporting processes, including: budget request preparation and submittal for the upcoming fiscal year, typically from January or February through April or May; fiscal close for the previous fiscal year, typically during June and July; preparation of the Division's Annual Financial Report for the previous four or five fiscal years, usually from July through September or October; preparation of the Division space needs presentation to the Campus Planning Committee, usually during October or November; preparation of any budget or financial plans or materials for the annual Division retreat, typically in December; and quarterly financial reporting to the Vice Chancellor in October, January, April, and July. Responsible for coordination and approval of Divisional Income and Recharge budget and rate proposals. Serves on campus Income and Recharge Committee to review and approve recharge packages and make necessary arrangements for implementation of new or revised rates, as required. Responsible for the oversight of staffing reports and the coordination of fiscal closing for the division of Administrative Services. Responsible for coordinating budget preparations and reviews for the division. Prepares analytical studies on campus and university-wide issues and recommends divisional organizational structures, policies, and procedures. Reviews, analyzes, and summarizes detailed reports of consultants, committees, agencies, other departments, and university administrative officers for their impact on the Division, Campus, and University. Primary liaison and control point for special projects initiated in the Office of the Vice Chancellor. Responsible for the design, development, coordination, analysis, and evaluation of a new organizational structure within the Division to efficiently and effectively conduct business processes in one or more service centers. Coordinate with Department Directors to design and implement a new business and finance reporting structure to better utilize existing Division resources. Work with the Vice Chancellor, Associate Vice Chancellors, and Administrative Services senior management team to reorganize the duties and responsibilities of Departmental Business Officers in their preparation and review of financial transactions, including the following online administrative and financial systems: payroll and personnel, purchase order repository and tracking, requisition express, accounts payable, online general ledger, billing/accounts receivable/cashier, capital asset tracking, KRONOS, form 5, transfer of expense, transfer of funds, travel expense voucher, flexcard, ALLNO2, and data warehouse. Review and adjust Departmental business processes and procedures to streamline workflow while ensuring there are adequate internal controls to meet University business and finance policy, audit recommendations, and applicable agency regulations. Develop and manage a new Departmental computerized budget and financial reporting system, including electronic spreadsheets, forms, or database reports used to reconcile and monitor appropriations, expenditures, and liens, and generate account balances on demand. Research implementation of Operational Effectiveness programs and projects or similar changes at other major universities or organizations to determine best practices in the delivery of administrative and financial services. Participates in the strategic review and analysis of ongoing collective bargaining and the impact of wage proposals for Administrative Services throughout the bargaining process. Advises HR and the Vice Chancellor on cost feasibility and provides strategic direction as needed. 20% General Financial and Budgetary Oversight - Oversees financial forecasting, resource allocation, fund management, and reporting functions. Sets business standards and conducts periodic review of programs to ensure continued high quality, and adherence to VCAD standards. Assists the Vice Chancellor in the development of strategic plans for staffing, financial needs, and programmatic objectives. Participates in University, regional, state and national organizations related to the administration of business and financial services in an educationally related context. Assists in implementing the VCAD Strategic Plan designing goals and objectives that relate to the vision statements. Performs special duties and management assignments as designated by the Vice Chancellor. 10% Campus Boards and Committees - Participate as Division CFO/Director on the following campus boards and committees: Community Housing Authority; Chancellor's Advisory Committee on Faculty and Staff Housing, including Planning & Development subcommittee; Chancellor's Advisory Committee on Student Housing; Chancellor's Advisory Committee on Campus Land Use and Acquisition; Parking Ratepayers Board; Transportation Alternatives Board; and UCPath Strategic Advisory Committee (co-chair), among others. UC Vaccination Programs Policy: As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs. As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements. For more information, please visit University of California Policy on Vaccinations - *Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. 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